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Spdr Dorsey Wright FI Alloc (DWFI)

Q3 2020 vs Q4 2020

Comparing institutional holders between quarters

Quarters

Q4 2020Q3 2020Q2 2020Q1 2020Q4 2019
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Prospera Financial Services Inc
INCREASED
Shares1,242,012 from 2,410
Change+1,239,602 (+51436%)
Value$32.6K (+$32.6K)
Filed 2021-02-12
Commonwealth Equity Services, LLC
DECREASED
Shares589,434 from 589,932
Change-498 (0%)
Value$15.5K (+$1.2K)
Filed 2021-02-11
Wells Fargo & Company
DECREASED
Shares295,655 from 540,674
Change-245,019 (-45%)
Value$7.8K (-$5.3K)
Filed 2021-02-09
Atwood & Palmer Inc
DECREASED
Shares275,364 from 346,282
Change-70,918 (-20%)
Value$7.2K (-$1.2K)
Filed 2021-02-04
Morgan Stanley
DECREASED
Shares239,951 from 346,008
Change-106,057 (-31%)
Value$6.3K (-$2.1K)
Filed 2021-02-16
Osaic Holdings, Inc.
DECREASED
Shares210,349 from 221,887
Change-11,538 (-5%)
Value$5.5K (+$142)
Filed 2021-02-10
UBS Group AG
INCREASED
Shares144,884 from 139,952
Change+4,932 (+4%)
Value$3.8K (+$410)
Filed 2021-02-11
Bank of America Corp
INCREASED
Shares101,078 from 3,675
Change+97,403 (+2650%)
Value$2.7K (+$2.6K)
Filed 2021-02-10
Western Wealth Management, LLC
INCREASED
Shares77,635 from 22,073
Change+55,562 (+252%)
Value$2.0K (+$1.5K)
Filed 2021-02-10
LPL Financial LLC
INCREASED
Shares70,654 from 63,510
Change+7,144 (+11%)
Value$1.9K (+$315)
Filed 2021-02-12
NewEdge Advisors, LLC
DECREASED
Shares69,136 from 158,977
Change-89,841 (-57%)
Value$1.8K (-$2.0K)
Filed 2021-01-27
Royal Bank of Canada
DECREASED
Shares67,273 from 73,202
Change-5,929 (-8%)
Value$1.8K (-$9)
Filed 2021-02-16
Moloney Securities Asset Management, LLC
NEW
Shares62,795
Change+62,795
Value$1.6K
Filed 2021-02-08
Raymond James & Associates
INCREASED
Shares57,965 from 55,452
Change+2,513 (+5%)
Value$1.5K (+$177)
Filed 2021-02-12
Stifel Financial Corp
DECREASED
Shares48,504 from 50,474
Change-1,970 (-4%)
Value$1.3K (+$50)
Filed 2021-02-12
Envestnet Asset Management Inc
INCREASED
Shares33,688 from 26,169
Change+7,519 (+29%)
Value$885 (+$250)
Filed 2021-02-02
Money Concepts Capital Corp
NEW
Shares28,119
Change+28,119
Value$738
Filed 2021-05-17
Kestra Advisory Services, LLC
INCREASED
Shares14,740 from 13,660
Change+1,080 (+8%)
Value$387 (-$330.6K)
Filed 2022-07-28
Susquehanna International Group, LLP
DECREASED
Shares14,291 from 21,026
Change-6,735 (-32%)
Value$375 (-$135)
Filed 2021-03-26
Independent Financial Group, LLC
INCREASED
Shares13,147 from 13,138
Change+9 (+0%)
Value$345.2K (+$26.6K)
Filed 2026-06-15
Raymond James Financial Services Advisors, Inc.
DECREASED
Shares9,879 from 12,606
Change-2,727 (-22%)
Value$259 (-$47)
Filed 2021-02-12
Retirement Group, LLC
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$11 ($0)
Filed 2021-02-22
Tower Research Capital LLC (TRC)
NEW
Shares71
Change+71
Value$2
Filed 2021-02-16
FMR LLC
NEW
Shares1
Change+1
Value$0
Filed 2021-02-08
Two Sigma Securities, LLC
CLOSED
Shares0 from 16,527
Change-16,527 (-100%)
Value$0 (-$401)
Filed 2021-02-16
Citadel Advisors LLC
CLOSED
Shares0 from 15,980
Change-15,980 (-100%)
Value$0 (-$388)
Filed 2021-02-16
Geneos Wealth Management Inc.
CLOSED
Shares0 from 9,241
Change-9,241 (-100%)
Value$0 (-$222)
Filed 2021-05-19
Proequities, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2021-02-02
Status
Prospera Financial Services Inc
INCREASED1,242,0122,410+1,239,602+51436%$58$32.6K+$32.6K2021-02-12
Commonwealth Equity Services, LLC
DECREASED589,434589,932-4980%$14.3K$15.5K+$1.2K2021-02-11
Wells Fargo & Company
DECREASED295,655540,674-245,019-45%$13.1K$7.8K-$5.3K2021-02-09
Atwood & Palmer Inc
DECREASED275,364346,282-70,918-20%$8.4K$7.2K-$1.2K2021-02-04
Morgan Stanley
DECREASED239,951346,008-106,057-31%$8.4K$6.3K-$2.1K2021-02-16
Osaic Holdings, Inc.
DECREASED210,349221,887-11,538-5%$5.4K$5.5K+$1422021-02-10
UBS Group AG
INCREASED144,884139,952+4,932+4%$3.4K$3.8K+$4102021-02-11
Bank of America Corp
INCREASED101,0783,675+97,403+2650%$89$2.7K+$2.6K2021-02-10
Western Wealth Management, LLC
INCREASED77,63522,073+55,562+252%$535$2.0K+$1.5K2021-02-10
LPL Financial LLC
INCREASED70,65463,510+7,144+11%$1.5K$1.9K+$3152021-02-12
NewEdge Advisors, LLC
DECREASED69,136158,977-89,841-57%$3.9K$1.8K-$2.0K2021-01-27
Royal Bank of Canada
DECREASED67,27373,202-5,929-8%$1.8K$1.8K-$92021-02-16
Moloney Securities Asset Management, LLC
NEW62,795—+62,795——$1.6K—2021-02-08
Raymond James & Associates
INCREASED57,96555,452+2,513+5%$1.3K$1.5K+$1772021-02-12
Stifel Financial Corp
DECREASED48,50450,474-1,970-4%$1.2K$1.3K+$502021-02-12
Envestnet Asset Management Inc
INCREASED33,68826,169+7,519+29%$635$885+$2502021-02-02
Money Concepts Capital Corp
NEW28,119—+28,119——$738—2021-05-17
Kestra Advisory Services, LLC
INCREASED14,74013,660+1,080+8%$331.0K$387-$330.6K2022-07-28
Susquehanna International Group, LLP
DECREASED14,29121,026-6,735-32%$510$375-$1352021-03-26
Independent Financial Group, LLC
INCREASED13,14713,138+9+0%$318.6K$345.2K+$26.6K2026-06-15
Raymond James Financial Services Advisors, Inc.
DECREASED9,87912,606-2,727-22%$306$259-$472021-02-12
Retirement Group, LLC
UNCHANGED45045000%$11$11$02021-02-22
Tower Research Capital LLC (TRC)
NEW71—+71——$2—2021-02-16
FMR LLC
NEW1—+1——$0—2021-02-08
Two Sigma Securities, LLC
CLOSED016,527-16,527-100%$401$0-$4012021-02-16
Citadel Advisors LLC
CLOSED015,980-15,980-100%$388$0-$3882021-02-16
Geneos Wealth Management Inc.
CLOSED09,241-9,241-100%$222$0-$2222021-05-19
Proequities, Inc.
UNCHANGED000—$0$0$02021-02-02
Showing 28 of 28 institutions